Work History

Mar 2010 - Aug 2014

Freelance Financial Adviser and Investment Consultant

Currently working as a financial adviser and investment consultant for following companies:-

Life Insurance Companies - LIC, ICICI Prudential, Kotak Life

Health Insurance Company - Star Health

Mutual Fund AMC - Reliance, Axis, HDFC, Birla, ICICI Prudential

Provide clients with advice on financial matters, making recommendations on ways to best utilise their money.

Researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.

Oct 2007 - Feb 2010

Unit Manager

ICICI Prudential Life Insurance Co. LTD.

I worked as a Unit Manager in ICICI PRUDENTIAL LIFE INSURANCE CO. LTD. My job profile was

To recruit a good profile people as an insurance Advisor. And to trained them for long-term business. I was no. 1 in Advisor Recruitment in the month of October, November and December 2007.in this period my total no. of recruitment was 40 and in this I was able to get 20 licensing. My average collected premium in this one year was 3 lac

Feb 2006 - Sep 2007

Insurance Advisor

ICICI Prudential Life Insurance Co. LTD.

I have worked as an Insurance Advisor in ICICI PRUDENTIAL LIFE INSURANCE CO. LTD. My job profile was to sale insurance products of the company according to customer’s need. In this period I sold 65 no. of polices with collected premium was 13 lac.

Education

Education

Apr 2004

B.Com

Symbiosis College of Commerce and Arts

Skills

Skills

Mutual Fund

Life Insurance and Health Insurance Planning

Investment Analysis

Personal Financial Planning

Certifications

Certifications

Aug 2010 - Aug 2015

NCFM-AMFI(Basics)

NCFM

Mutual funds have become a much sought after investment product in recent years. This course demystifies the concept of mutual funds and helps create awareness and knowledge about the industry and its functioning.

Aug 2010 - Aug 2015

NCFM-AMFI(Distributor) - ARN-80646

NCFM

The mutual fund industry has come to occupy an important place in India. It forms an important part of the capital market, providing the benefits of a diversified portfolio and expert fund management to a large number of investors, particularly small investors. With the improvement in deployment of investment through markets, the need and scope for mutual fund operations has increased tremendously.
This module aims at providing a comprehensive and in-depth knowledge about mutual funds.

Mar 2005 - Mar 2015

IRDA IC-33

IRDA

Mar 2010 - Feb 2015

NCFM Beginer Module

NCFM

This module has been prepared for those who are keen to acquire some basic but key information about the stock markets as an initial step towards becoming a more informed investor. This module will act as a means of satisfying some of the initial queries on the stock markets and has been prepared with the objective of introducing the functioning and role of the financial markets in India to all those interested in this topic.